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Preston McSwain

Fiduciary Wealth Partners, Llc

Assets Managed
$152.795M
Holdings
60
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
-37.34%(2Q avg: -17.47%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Fiduciary Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 152.795M in assets, with a quarterly growth rate of -37.34% and a 2-quarter average growth rate of -17.47%. The portfolio is managed by Preston McSwain, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -31.89%
32.07%
$48.993M
81,990 shares@ $597.56 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -19.31%
22.88%
$34.955M
545,488 shares@ $64.08 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -25.27%
9.08%
$13.873M
52,967 shares@ $261.93 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -56.5%
4.15%
$6.333M
22,051 shares@ $287.19 avg price
AAPL
Apple Inc
Recent Activity
Decreased -34.25%
2.92%
$4.448M
17,525 shares@ $253.8 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -17.01%
2.75%
$4.197M
6,453 shares@ $650.38 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 8.32%
2.64%
$4.03M
6,982 shares@ $577.19 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -26.4%
1.76%
$2.688M
7,260 shares@ $370.19 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -13.9%
1.75%
$2.669M
49,376 shares@ $54.05 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -17.85%
1.24%
$1.889M
9,070 shares@ $208.28 avg price

1-10 of 60